Francois Rochon – Giverny Capital Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Giverny Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
Increases – Charles Schwab Corporation (The (SCHW), Alphabet Inc. (GOOGL), Bank OZK (OZK), Brown & Brown, Inc. (BRO), Fiserv, Inc. (FI), and 31 more
Reductions – SPDR Gold Trust (GLD), SPDR S&P 500 (SPY), Capital One Financial Corporati (COF), Progressive Corporation (The) (PGR), Alphabet Inc. (GOOG), and 1 more
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Giverny Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2018Dec 31, 2018 | LKQ LKQ Corporation | Sell | -7,750-1.8% |
Q4 2018Dec 31, 2018 | FWONK Liberty Media Corp Formula One Group | Sell | -10,674-1.6% |
Q4 2018Dec 31, 2018 | KMX CarMax Inc | Sell | -13,912-1.2% |
Q4 2018Dec 31, 2018 | EW Edwards Lifesciences Corporatio | Sell | -58,512-32.4% |
Q4 2018Dec 31, 2018 | UNP Union Pacific Corporation | Sell | -83,688-30.1% |
Q4 2018Dec 31, 2018 | DIS Walt Disney Company (The) | Sell | -111,389-36.8% |
Q3 2018Sep 30, 2018 | SCHW Charles Schwab Corporation (The | Buy - Position Entry | +506,129 |
Q3 2018Sep 30, 2018 | JPM JP Morgan Chase & Co. | Buy | +192,012+1301.2% |
Q3 2018Sep 30, 2018 | HCSG Healthcare Services Group, Inc. | Buy - Position Entry | +9,266 |
Q3 2018Sep 30, 2018 | NVR NVR, Inc. | Buy - Position Entry | +7,013 |
Q3 2018Sep 30, 2018 | FAST Fastenal Company | Buy - Position Entry | +4,077 |
Q3 2018Sep 30, 2018 | AAPL Apple Inc. | Buy - Position Entry | +2,127 |
Q3 2018Sep 30, 2018 | SPY SPDR S&P 500 | Buy | +38+0.7% |
Q3 2018Sep 30, 2018 | BRK-A Berkshire Hathaway Inc. | Sell | -3-50.0% |
Q3 2018Sep 30, 2018 | BKNG Booking Holdings Inc. Common St | Sell - Position Exit | -100-100.0% |
Q3 2018Sep 30, 2018 | BAM Brookfield Asset Management Ltd. | Sell | -285-2.2% |
Q3 2018Sep 30, 2018 | GOOGL Alphabet Inc. | Sell | -664-10.5% |
Q3 2018Sep 30, 2018 | CACC Credit Acceptance Corporation | Sell - Position Exit | -992-100.0% |
Q3 2018Sep 30, 2018 | TJX TJX Companies, Inc. (The) | Sell | -1,681-23.5% |
Q3 2018Sep 30, 2018 | GOOG Alphabet Inc. | Sell | -2,003-5.6% |
Q3 2018Sep 30, 2018 | MA Mastercard Incorporated | Sell | -2,720-56.7% |
Q3 2018Sep 30, 2018 | LFUS Littelfuse, Inc. | Sell | -2,874-2.7% |
Q3 2018Sep 30, 2018 | MKL Markel Group Inc. | Sell | -3,442-9.1% |
Q3 2018Sep 30, 2018 | META Meta Platforms, Inc. | Sell | -6,819-5.7% |
Q3 2018Sep 30, 2018 | FBIN Fortune Brands Innovations, Inc | Sell | -6,900-1.8% |
Q3 2018Sep 30, 2018 | FIVE Five Below, Inc. | Sell | -7,413-67.3% |
Q3 2018Sep 30, 2018 | MTB M&T Bank Corporation | Sell | -9,099-7.0% |
Q3 2018Sep 30, 2018 | MHK Mohawk Industries, Inc. | Sell | -9,405-7.4% |
Q3 2018Sep 30, 2018 | LKQ LKQ Corporation | Sell | -12,187-2.7% |
Q3 2018Sep 30, 2018 | HBI Hanesbrands Inc. | Sell - Position Exit | -12,264-100.0% |